ICVT icon

iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
126
Principal Securities
Iowa
$1.03M +$318K +3,744 +45%
SWP
127
Sagespring Wealth Partners
Tennessee
$1.01M +$1.01M +11,904 New
HA
128
Herold Advisors
New York
$1.01M – – –
GFPC
129
Global Financial Private Client
Florida
$1M +$2.72K +32 +0.3%
AG
130
Ascent Group
Virginia
$998K +$380K +4,469 +61%
AIC
131
Archer Investment Corporation
Indiana
$993K – – –
KFI
132
Key Financial Inc
Pennsylvania
$989K -$889K -10,464 -47%
AAS
133
Avantax Advisory Services
Texas
$984K +$53K +624 +6%
BTI
134
Blue Trust Inc
Georgia
$967K +$252K +2,960 +35%
OWA
135
Outlook Wealth Advisors
Texas
$966K -$22K -259 -2%
QCIG
136
Quad-Cities Investment Group
Iowa
$955K +$42.1K +496 +5%
WCM
137
Windsor Capital Management
Arizona
$952K -$85.8K -1,010 -8%
GF
138
Gries Financial
Ohio
$944K +$163K +1,916 +21%
T
139
Tidemark
California
$937K +$11.8K +139 +1%
BPC
140
Banque Pictet & Cie
Switzerland
$932K +$932K +10,963 New
CFD
141
Creative Financial Designs
Indiana
$919K +$229K +2,694 +33%
FFA
142
Farther Finance Advisors
California
$911K +$225K +2,648 +33%
GWS
143
Greykasell Wealth Strategies
California
$908K +$908K +10,681 New
CWM
144
Centurion Wealth Management
Virginia
$898K +$87.3K +1,028 +11%
MCA
145
Midwest Capital Advisors
Michigan
$897K +$897K +10,553 New
RWPA
146
Richard W. Paul & Associates
Michigan
$886K -$6.8K -80 -0.8%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$880K +$205K +2,409 +30%
CWM
148
Calamos Wealth Management
Illinois
$875K +$875K +10,300 New
I
149
INVST
Indiana
$870K +$355K +4,177 +69%
SAM
150
Synergy Asset Management
Washington
$850K +$523K +6,192 +160%
4 5
6
7 8